Xcout IntelCanterbury TN I Holdings, LLC
Canterbury Consulting is an independent investment advisory firm that provides institutional advisory, outsourced discretionary management, and wealth management services. The firm serves institutional clients such as colleges, universities, healthcare organizations, and foundations, as well as individuals and family offices.
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Canterbury TN I Holdings, LLC at a glance
Canterbury TN I Holdings, LLC is a financial services company headquartered in United States. Xcout tracks 62 named people at Canterbury TN I Holdings, LLC, including Jason Levey (Chief Executive Officer).
Canterbury TN I Holdings, LLC leadership
- Jason LeveyChief Executive Officer
- Debashis ChowdhuryPresident
- Darren CooperChief Financial Operating Officer
- Michael LavenChairman
- D. Robinson CluckFounding Director
- Anthony AmadorVice President, Investment Research
56 more named people on record for Canterbury TN I Holdings, LLC, with roles, board committees and tenure — see the full roster →
Recent Canterbury TN I Holdings, LLC news
- FundingPrivate placement (Form D)
Canterbury TN I Holdings, LLC competitors
A few of Canterbury TN I Holdings, LLC's closest competitors — see the full list of competitors and alternatives →
Anchor Capital Advisors provides investment management and financial advisory services. The firm serves institutional clients such as retirement plans and non-profits, financial intermediaries managing managed accounts, and private clients including individuals and families.
Seven Bridges Capital LLC operates as an independent, full-service family office and investment office that provides wealth management and asset allocation services. It serves individuals, families, and institutions by delivering customized, discretionary and advisory portfolios through rigorous manager selection and research.
Cypress Capital Management provides independent, discretionary portfolio management services for individual investors, families, corporations, charities, and institutional clients. The firm constructs customized investment portfolios tailored to specific client goals and provides ongoing monitoring, rebalancing, and client education.
Oakmont Capital Management, LLC is a fee-only registered investment advisor that operates as a fiduciary to provide wealth management, institutional consulting, and outsourced chief investment officer (OCIO) services. The firm serves high-net-worth families, multi-generational family offices, and institutions such as endowments and foundations by designing and implementing customized investment strategies.
Cambridge Associates Holdings, Inc. is a global investment firm that builds and manages custom investment portfolios for institutional investors, private clients, and family offices. The company provides outsourced chief investment officer (OCIO) services, investment advisory, and asset class mandates across traditional and alternative investments such as private equity, venture capital, and credit.
Palisade Capital Management is an independent investment management firm that provides private wealth management and institutional investment services. The company serves individuals, families, family offices, and institutions by offering personalized asset allocation, comprehensive financial planning, and various equity and fixed-income investment strategies.
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More on Canterbury TN I Holdings, LLC in Xcout Intel
- 62 named people with titles, LinkedIn and board committees
- 1 corporate event with sources — deals, leadership changes, layoffs
- The full competitor set, tracking, exports and API access